Your Invoice Genie account includes your personal profile, security settings, language preferences, and active sessions. This tutorial explains how to manage and maintain all aspects of your account.
👤 Editing Your Profile
Your profile contains your personal information that appears throughout Invoice Genie — on invoices, in team lists, and in communications.
How to Edit Your Profile
- Tap your profile icon in the top-right corner
- Select “My Profile”
- Edit any of the available fields
- Tap “Save” to apply your changes
Editable Profile Fields
| Field | Description | Who Can Edit |
|---|---|---|
| First Name | Your first name, displayed in the app and on documents | All users (self) |
| Last Name | Your last name / surname | All users (self) |
| Your contact email address | All users (self) | |
| Phone | Your phone number | All users (self) |
Administrator-Only Profile Fields
If you are an administrator, you can also edit additional fields for other team members through User Management:
| Field | Description |
|---|---|
| Role | Administrator, Manager, Crew Member, or Accountant |
| Active Status | Enable or disable the account |
| Territories | Assign geographic territories |
| Assigned Clients | Restrict access to specific clients |
| Assigned Businesses | Restrict access to specific business profiles |
| View All Documents | Allow seeing all invoices vs. only their own |
| View All Clients | Allow seeing all clients vs. only assigned ones |
For full details on managing team members, see the User Management Guide.
📱 Managing Active Sessions
Invoice Genie tracks every device where you are logged in. You can view and manage your active sessions to keep your account secure.
Viewing Active Sessions
- Tap your profile icon → “My Profile”
- Scroll to the Active Sessions section
- You will see a list of all devices where your account is currently logged in, including:
- Device name and model
- Operating system
- Last active date and time
- Current session (marked with a badge)
Logging Out of Sessions
| Action | What It Does | How |
|---|---|---|
| Log Out (Current) | Logs you out of this device only | Profile menu → “Log Out” |
| Log Out All Devices | Logs you out of every device at once | Profile menu → “Log Out All Devices” |
| Remote Logout | Admin can force-logout another team member | User Management → select user → “Remote Logout” |
🌍 Changing Your Language
Invoice Genie supports 7 languages. Changing your language updates the entire app interface, all menus, and even system emails (verification codes, password resets) sent to your address.
Supported Languages
| Language | Code |
|---|---|
| 🇺🇸 English | en |
| 🇮🇹 Italiano (Italian) | it |
| 🇪🇸 Español (Spanish) | es |
| 🇩🇪 Deutsch (German) | de |
| 🇵🇱 Polski (Polish) | pl |
| 🇦🇱 Shqip (Albanian) | sq |
| 🇬🇷 Ελληνικά (Greek) | el |
How to Change Language
- Tap your profile icon in the top-right corner
- Select “Language” from the menu
- Choose your preferred language from the list
- The app instantly switches to the selected language
💱 Currency Settings
You can configure which currency symbol appears on your invoices and estimates.
- Tap your profile icon → “Currency Symbol”
- Browse or search for your currency
- Select the currency to apply it
Each currency shows its symbol, ISO code, and country flag for easy identification. The currency applies per business profile — if you manage multiple businesses, each can have its own currency.
🔒 Security Settings Overview
Your account includes several security features you can manage:
| Feature | Location | Tutorial |
|---|---|---|
| Change Password | My Profile → Security | Password Guide |
| Two-Factor Authentication | Settings → Security | 2FA Setup Guide |
| Active Sessions | My Profile → Sessions | Covered above |
| Log Out All Devices | Profile menu | Covered above |
Two-Factor Authentication Methods
Invoice Genie supports three 2FA methods for login security:
- SMS — receive a code via text message
- Email — receive a code to your 2FA email address
- Authenticator App — use Google Authenticator, Authy, or similar TOTP apps
See the full Two-Factor Authentication Guide for setup instructions.
📋 Quick Reference — Where to Find Everything
| Task | Navigation Path |
|---|---|
| Edit your name, email, or phone | Profile icon → My Profile |
| Change your password | Profile icon → My Profile → Security → Change Password |
| View active sessions | Profile icon → My Profile → Active Sessions |
| Log out all devices | Profile icon → Log Out All Devices |
| Change language | Profile icon → Language |
| Change currency | Profile icon → Currency Symbol |
| Enable/disable 2FA | Profile icon → Settings → Security |
| Delete organization | Profile icon → Administration → Delete Organization |
